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Technology Stocks : Trimble Navigation

TRMB 67.60

-1.1%

Jan 30 9:30 AM EST

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To: David who wrote (2327)	3/13/1998 6:34:00 PM
From: Yin Shih	Read Replies (1) of 3506

I don't think the price drop correlates to this SGS-Thomson announcement. Some points: 1) The announcement is dated 3-12 and the TRMB price drop occurred between 11 and 12 EST on 3-13 an odd time for an European announcement of the previous day to affect the market. 2) The chipset doesn't seem that extraordinary. Trimble has had the Sierra chipset since last year that is also a 2-chip solution (RF/IF asic and Signal Processor asic). Note that the Sierra includes a Motorola 68330 microprocessor core and is spec'd for -40 to +85 degrees C which is a good harsh environment temp range. The Sierra is "only" 8 channels versus the SGS-Thomson set which is good for 12, but that's normal leapfrogging. I would expect a 12 channel asic set from TRMB as a matter of course soon enough. For more details see: trimble.com 3) As someone mentioned before, TRMB traditionally issues earnings warnings about this time in the quarter. It seems more likely to me that there is some justified or unjustified anticipatory selling. Yin

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